View ValuationMonadelphous Group 향후 성장Future 기준 점검 2/6Monadelphous Group (는) 각각 연간 5.7% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.4% 로 예상됩니다.핵심 정보5.7%이익 성장률5.46%EPS 성장률Construction 이익 성장11.0%매출 성장률4.4%향후 자기자본이익률22.40%애널리스트 커버리지Good마지막 업데이트13 May 2026최근 향후 성장 업데이트공시 • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.공시 • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026공시 • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.공시 • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.공시 • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.공시 • Aug 19Monadelphous Group Limited to Report Fiscal Year 2025 Final Results on Oct 20, 2025Monadelphous Group Limited announced that they will report fiscal year 2025 final results at 9:00 AM, E. Australia Standard Time on Oct 20, 2025공시 • Apr 29Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million.Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million on April 29, 2025. A cash consideration of AUD 21.5 million will be paid by Monadelphous Group Limited followed by a purchase price adjustment in accordance with the final net working capital position at completion. The expected completion of the transaction is July 31, 2025.공시 • Feb 18Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for Six Months Ended 31 December 2024, Payable on March 28, 2025Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for six months ended 31 December 2024, payable on March 28, 2025. Record date is March 7, 2025; Ex Date: March 6, 2025.공시 • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.공시 • Dec 10+ 1 more updateMonadelphous Group Limited to Report Q2, 2025 Results on Feb 18, 2025Monadelphous Group Limited announced that they will report Q2, 2025 results on Feb 18, 2025Declared Dividend • Aug 22Final dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 5th September 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 26% over the next 3 years, which should maintain adequate earnings cover for the dividend.공시 • Aug 22Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on September 27, 2024Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for the six months ended June 30, 2024. Record date is September 6, 2024, ex-date is September 5, 2024 and payable date is September 27, 2024.Reported Earnings • Aug 20Full year 2024 earnings released: EPS: AU$0.64 (vs AU$0.56 in FY 2023)Full year 2024 results: EPS: AU$0.64 (up from AU$0.56 in FY 2023). Revenue: AU$2.02b (up 17% from FY 2023). Net income: AU$62.2m (up 16% from FY 2023). Profit margin: 3.1% (in line with FY 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €6.35, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past three years.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.1%).Declared Dividend • Feb 22First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.31 (vs AU$0.30 in 1H 2023)First half 2024 results: EPS: AU$0.31 (up from AU$0.30 in 1H 2023). Revenue: AU$1.00b (up 12% from 1H 2023). Net income: AU$30.1m (up 3.2% from 1H 2023). Profit margin: 3.0% (down from 3.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.공시 • Dec 14+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 19, 2024Monadelphous Group Limited, Annual General Meeting, Nov 19, 2024.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.25 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).공시 • Aug 22+ 1 more updateMonadelphous Group Limited to Report Fiscal Year 2023 Final Results on Oct 16, 2023Monadelphous Group Limited announced that they will report fiscal year 2023 final results on Oct 16, 2023Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.56 (vs AU$0.55 in FY 2022)Full year 2023 results: EPS: AU$0.56 (up from AU$0.55 in FY 2022). Revenue: AU$1.73b (down 4.7% from FY 2022). Net income: AU$53.5m (up 2.5% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 18Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million.Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million on May 17, 2023. Monadelphous will make an initial cash payment of AUD 22 million followed by a purchase price adjustment in accordance with the final net working capital position at completion. The acquisition of BMC is a key enabler to Monadelphous’ strategic efforts in developing its presence in the east coast-based energy generation, transmission and storage market, supporting Australia’s transition to clean energy. BMC’s geographical location further strengthens Monadelphous’ position as a maintenance services provider to the growing offshore oil and gas decommissioning sector on the east coast of Australia. The transaction is subject to the satisfaction of a number of conditions precedent usual in transactions of this nature. The transaction is expected to close by the end of this financial year.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.24 per share at 4.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 84% respectively. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.30 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.30 (down from AU$0.32 in 1H 2022). Revenue: AU$896.8m (down 9.9% from 1H 2022). Net income: AU$29.1m (down 3.1% from 1H 2022). Profit margin: 3.2% (up from 3.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Dec 20+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 21, 2023Monadelphous Group Limited, Annual General Meeting, Nov 21, 2023.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).Reported Earnings • Aug 28Full year 2022 earnings released: EPS: AU$0.55 (vs AU$0.50 in FY 2021)Full year 2022 results: EPS: AU$0.55 (up from AU$0.50 in FY 2021). Revenue: AU$1.81b (up 3.2% from FY 2021). Net income: AU$52.2m (up 11% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 2.8% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to €9.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.99 per share.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jun 11Now 20% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.5% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to €8.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Construction industry in Europe. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.70 per share.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.32 (down from AU$0.33 in 1H 2021). Revenue: AU$995.1m (up 18% from 1H 2021). Net income: AU$30.1m (down 4.8% from 1H 2021). Profit margin: 3.0% (down from 3.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.Executive Departure • Nov 29Independent Non-Executive Director Christopher Michelmore has left the companyOn the 23rd of November, Christopher Michelmore's tenure as Independent Non-Executive Director ended after 14.2 years in the role. As of September 2021, Christopher still personally held 50.00k shares (€280k worth at the time). Christopher is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years.Board Change • Oct 13High number of new directorsNon-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021.Recent Insider Transactions • Sep 10Independent Non-Executive Director recently bought €247k worth of stockOn the 9th of September, Dietmar Voss bought around 40k shares on-market at roughly €6.22 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €437k more in shares than they have sold in the last 12 months.Upcoming Dividend • Sep 02Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 01 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.1%).Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.50 (vs AU$0.39 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.75b (up 18% from FY 2020). Net income: AU$47.1m (up 29% from FY 2020). Profit margin: 2.7% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • May 23Independent Non-Executive Director recently bought €190k worth of stockOn the 19th of May, Dietmar Voss bought around 30k shares on-market at roughly €6.31 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$6.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Construction industry in Europe. Total loss to shareholders of 27% over the past three years.Is New 90 Day High Low • Mar 05New 90-day low: €7.05The company is down 19% from its price of €8.75 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.48 per share.Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.33 (vs AU$0.30 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$842.4m (up 8.3% from 1H 2020). Net income: AU$31.6m (up 11% from 1H 2020). Profit margin: 3.7% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 17%, compared to a 6.4% growth forecast for the Construction industry in Germany.Is New 90 Day High Low • Dec 05New 90-day high: €8.75The company is up 33% from its price of €6.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.Is New 90 Day High Low • Nov 19New 90-day high: €7.00The company is up 7.0% from its price of €6.55 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.29 per share.이익 및 매출 성장 예측DB:8MP - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20283,10412912917396/30/20273,023125115163106/30/20262,9341251381891012/31/20252,578106128159N/A9/30/20252,3709598120N/A6/30/20252,163846781N/A3/31/20252,1007974107N/A12/31/20242,0377580133N/A9/30/20242,0266889161N/A6/30/20242,0166299188N/A3/31/20241,92458121194N/A12/31/20231,83254142201N/A9/30/20231,77954108147N/A6/30/20231,726547493N/A3/31/20231,719526374N/A12/31/20221,712515255N/A9/30/20221,761525460N/A6/30/20221,810525565N/A3/31/20221,859496880N/A12/31/20211,907468294N/A9/30/20211,831465061N/A6/30/20211,754471927N/A3/31/20211,654433545N/A12/31/20201,554405162N/A9/30/20201,521387991N/A6/30/20201,48936106119N/A3/31/20201,484426379N/A12/31/20191,479481939N/A9/30/20191,47949N/A28N/A6/30/20191,48051N/A16N/A3/31/20191,57358N/A31N/A12/31/20181,66665N/A46N/A9/30/20181,70268N/A49N/A6/30/20181,73871N/A52N/A3/31/20181,60569N/A53N/A12/31/20171,47267N/A55N/A9/30/20171,36062N/A83N/A6/30/20171,24958N/A111N/A3/31/20171,25358N/A112N/A12/31/20161,25758N/A113N/A9/30/20161,31362N/A95N/A6/30/20161,36967N/A78N/A3/31/20161,46175N/A91N/A12/31/20151,55483N/A104N/A9/30/20151,71294N/A111N/A6/30/20151,870106N/A118N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 8MP 의 연간 예상 수익 증가율(5.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 8MP 의 연간 수익(5.7%)이 German 시장(17.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 8MP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 8MP 의 수익(연간 4.4%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 8MP 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 8MP의 자본 수익률은 3년 후 22.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 22:26종가2026/05/27 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Monadelphous Group Limited는 28명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Megan Kirby-LewisBarrenjoey Markets Pty LimitedJoseph HouseBell PotterShaurya VisenBofA Global Research25명의 분석가 더 보기
공시 • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.
공시 • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
공시 • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.
공시 • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.
공시 • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.
공시 • Aug 19Monadelphous Group Limited to Report Fiscal Year 2025 Final Results on Oct 20, 2025Monadelphous Group Limited announced that they will report fiscal year 2025 final results at 9:00 AM, E. Australia Standard Time on Oct 20, 2025
공시 • Apr 29Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million.Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million on April 29, 2025. A cash consideration of AUD 21.5 million will be paid by Monadelphous Group Limited followed by a purchase price adjustment in accordance with the final net working capital position at completion. The expected completion of the transaction is July 31, 2025.
공시 • Feb 18Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for Six Months Ended 31 December 2024, Payable on March 28, 2025Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for six months ended 31 December 2024, payable on March 28, 2025. Record date is March 7, 2025; Ex Date: March 6, 2025.
공시 • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.
공시 • Dec 10+ 1 more updateMonadelphous Group Limited to Report Q2, 2025 Results on Feb 18, 2025Monadelphous Group Limited announced that they will report Q2, 2025 results on Feb 18, 2025
Declared Dividend • Aug 22Final dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 5th September 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 26% over the next 3 years, which should maintain adequate earnings cover for the dividend.
공시 • Aug 22Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on September 27, 2024Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for the six months ended June 30, 2024. Record date is September 6, 2024, ex-date is September 5, 2024 and payable date is September 27, 2024.
Reported Earnings • Aug 20Full year 2024 earnings released: EPS: AU$0.64 (vs AU$0.56 in FY 2023)Full year 2024 results: EPS: AU$0.64 (up from AU$0.56 in FY 2023). Revenue: AU$2.02b (up 17% from FY 2023). Net income: AU$62.2m (up 16% from FY 2023). Profit margin: 3.1% (in line with FY 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €6.35, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past three years.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.1%).
Declared Dividend • Feb 22First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.31 (vs AU$0.30 in 1H 2023)First half 2024 results: EPS: AU$0.31 (up from AU$0.30 in 1H 2023). Revenue: AU$1.00b (up 12% from 1H 2023). Net income: AU$30.1m (up 3.2% from 1H 2023). Profit margin: 3.0% (down from 3.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
공시 • Dec 14+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 19, 2024Monadelphous Group Limited, Annual General Meeting, Nov 19, 2024.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.25 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
공시 • Aug 22+ 1 more updateMonadelphous Group Limited to Report Fiscal Year 2023 Final Results on Oct 16, 2023Monadelphous Group Limited announced that they will report fiscal year 2023 final results on Oct 16, 2023
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.56 (vs AU$0.55 in FY 2022)Full year 2023 results: EPS: AU$0.56 (up from AU$0.55 in FY 2022). Revenue: AU$1.73b (down 4.7% from FY 2022). Net income: AU$53.5m (up 2.5% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 18Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million.Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million on May 17, 2023. Monadelphous will make an initial cash payment of AUD 22 million followed by a purchase price adjustment in accordance with the final net working capital position at completion. The acquisition of BMC is a key enabler to Monadelphous’ strategic efforts in developing its presence in the east coast-based energy generation, transmission and storage market, supporting Australia’s transition to clean energy. BMC’s geographical location further strengthens Monadelphous’ position as a maintenance services provider to the growing offshore oil and gas decommissioning sector on the east coast of Australia. The transaction is subject to the satisfaction of a number of conditions precedent usual in transactions of this nature. The transaction is expected to close by the end of this financial year.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.24 per share at 4.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 84% respectively. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).
Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.30 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.30 (down from AU$0.32 in 1H 2022). Revenue: AU$896.8m (down 9.9% from 1H 2022). Net income: AU$29.1m (down 3.1% from 1H 2022). Profit margin: 3.2% (up from 3.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Dec 20+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 21, 2023Monadelphous Group Limited, Annual General Meeting, Nov 21, 2023.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).
Reported Earnings • Aug 28Full year 2022 earnings released: EPS: AU$0.55 (vs AU$0.50 in FY 2021)Full year 2022 results: EPS: AU$0.55 (up from AU$0.50 in FY 2021). Revenue: AU$1.81b (up 3.2% from FY 2021). Net income: AU$52.2m (up 11% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 2.8% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to €9.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.99 per share.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jun 11Now 20% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.5% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to €8.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Construction industry in Europe. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.70 per share.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.32 (down from AU$0.33 in 1H 2021). Revenue: AU$995.1m (up 18% from 1H 2021). Net income: AU$30.1m (down 4.8% from 1H 2021). Profit margin: 3.0% (down from 3.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.
Executive Departure • Nov 29Independent Non-Executive Director Christopher Michelmore has left the companyOn the 23rd of November, Christopher Michelmore's tenure as Independent Non-Executive Director ended after 14.2 years in the role. As of September 2021, Christopher still personally held 50.00k shares (€280k worth at the time). Christopher is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years.
Board Change • Oct 13High number of new directorsNon-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021.
Recent Insider Transactions • Sep 10Independent Non-Executive Director recently bought €247k worth of stockOn the 9th of September, Dietmar Voss bought around 40k shares on-market at roughly €6.22 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €437k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Sep 02Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 01 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.1%).
Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.50 (vs AU$0.39 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.75b (up 18% from FY 2020). Net income: AU$47.1m (up 29% from FY 2020). Profit margin: 2.7% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • May 23Independent Non-Executive Director recently bought €190k worth of stockOn the 19th of May, Dietmar Voss bought around 30k shares on-market at roughly €6.31 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$6.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Construction industry in Europe. Total loss to shareholders of 27% over the past three years.
Is New 90 Day High Low • Mar 05New 90-day low: €7.05The company is down 19% from its price of €8.75 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.48 per share.
Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.33 (vs AU$0.30 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$842.4m (up 8.3% from 1H 2020). Net income: AU$31.6m (up 11% from 1H 2020). Profit margin: 3.7% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 17%, compared to a 6.4% growth forecast for the Construction industry in Germany.
Is New 90 Day High Low • Dec 05New 90-day high: €8.75The company is up 33% from its price of €6.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €7.00The company is up 7.0% from its price of €6.55 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.29 per share.